EWA
Evolution Wealth Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-575
| Closed | -$22K | – | 666 |
|
|
2020
Q4 | $22K | Hold |
575
| – | – | 0.01% | 258 |
|
|
2020
Q3 | $19K | Hold |
575
| – | – | 0.01% | 275 |
|
|
2020
Q2 | $19K | Hold |
575
| – | – | 0.01% | 209 |
|
|
2020
Q1 | $17K | Hold |
575
| – | – | 0.01% | 163 |
|
|
2019
Q4 | $25K | Hold |
575
| – | – | 0.01% | 210 |
|
|
2019
Q3 | $25K | Sell |
575
-29,425
| -98% | -$1.28M | 0.01% | 80 |
|
|
2019
Q2 | $1.26M | Sell |
30,000
-16,275
| -35% | -$685K | 0.55% | 21 |
|
|
2019
Q1 | $1.97M | Buy |
46,275
+2,847
| +7% | +$121K | 0.9% | 26 |
|
|
2018
Q4 | $1.66M | Buy |
+43,428
| New | +$1.66M | 0.76% | 32 |
|